SSA
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Sierra Summit Advisors’s Delek US DK Stock Holding History

Sierra Summit Advisors’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
+26,063
New +$1.16M 0.15% 93

Other funds holding DK

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Sierra Summit Advisors's DK Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Delek US (DK) in Q2 2026: 26,063 shares worth $1.32M. The stake represents 0.15% of the portfolio and ranks #93 among its holdings.

24 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Sierra Summit Advisors held 26,063 shares of Delek US worth $1.32M as of Q2 2026.
  • Delek US was a new Sierra Summit Advisors position in Q2 2026.
  • Delek US made up 0.15% of Sierra Summit Advisors's portfolio in Q2 2026, its #93 holding.
  • 24 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.